Funds managed
| Fund name | Asset Class | License |
| Innogrow Investment Trust | Hedge fund | SEBI AIF Cat 3 |
About the AMC
- Kolkata Based Company.
- Microsec Wealth has a strong and established track record in Equity Research and Wealth Management. Microsec Wealth is a SEBI registered Portfolio Manager and Manager to Alternative Investment Fund (AIF).
- Key staff
- Mr. Naveen Vyas – Mr. Naveen Vyas is the Executive Director and Fund manager of Microsec Wealth. He has done his MBA Finance from Visvesvaraya Technological University (V.T.U) at Dr. Ambedkar College, Bangalore. He has over 12 years of Experience in capital markets with a core focus on fundamental analysis, investment advisory and fund management activities. He has worked as VP Research for Microsec Capital Limited for more than 8 years and has been Ranked No.1 Analyst in Bloomberg BARR in the consumption space companies and has also been nominated for ZEE Analyst Award in FMCG category in 2013 while working for Microsec.
Later he has been associated with LN Bangur Group, wherein he has been involved in managing the Prop-desk Equity Funds of the group. During his tenure of around 4 years, he has gained good experience of fund management activities wherein the Prop-desk Equity Fund’s return has outperformed the Free Float NIFTY Midcap 100 and NIFTY Free Float Small Cap 100 Index’s return.
- Mr. Ishan Daga – Mr. Ishan Daga is Head – Investments at Microsec Wealth. He has over 12 years of experience in Global Equities with a concentration on Indian Markets. His core expertise includes fundamental analysis of companies, valuation and fund management. Ishan worked as Vice President – Research at Microsec for over seven years and stayed the top-rated on Bloomberg BARR for all the stocks under his coverage. He was also nominated twice for Thompson Reuters Starmine Analyst Awards. While working at Microsec, Ishan also got nominations in Zee Analyst Awards for the years 2013 and 2014.
Ishan has also worked as ‘Senior Manager – Investments’, at Emami Group and also brings in experience of working as ‘Head of Research’ at Arya Group, Ahmedabad, where he was involved in handling end-to-end fundamental research activities of the group. In academics, a ‘Chancellor Medal’ holder from MDS University in Commerce, Ishan is a Gold Medalist in ‘PGDM – Finance’ from BIMM – Pune and a Gold Medalist in M. Com. from MDS University, Ajmer.
- Mr. Deepak Kumar Agarwal – Mr. Deepak Kumar Agarwal is the Executive Director and Chief Financial Officer of Microsec Wealth. He holds a bachelor’s degree in commerce from Calcutta University. He is a Chartered Accountants and a Company Secretary. He has an experience of more than 12 years in financial planning, taxation, strategic planning and investment banking.
Investment Philosophy (for firm)
We at Microsec Wealth, follow a disciplined and process-oriented investment approach. Our investment philosophy is based on key investment parameters which are as follows:
- Blue Ocean
We invest in companies which constantly create the Blue Ocean of business. The world is changing very rapidly. The largest selling camera, today, is not a standalone camera but it is integrated in a mobile phone. Google, Facebook, Netflix, Apple, Domino’s, HDFC Bank, Page Industries, Eicher Motors, all created wealth through the Blue Ocean of Business. When we say Blue Ocean, we refer to companies which focus on strong differentiation in terms of building sustainable competitive advantage, leading to consistent cash flow.
- High Quality Management
We focus on High Quality Management with High Corporate Governance based on four key parameters – Management’s focus on its Core Business, Efficient and Reliable Communication, Management’s Intention for Shareholders and its Passion towards Compounding Growth.
- Efficiency of Capital
While selecting the investment opportunities, we focus on the companies which can generate higher returns on additional capital deployments or can improve their profitability without infusing significant capital in the business.
- Margin of Safety
While evaluating the investment decisions, we focus on the intrinsic value of the stock which has a high possibility of upside with lowest risk of loss.
Media
Title : Prem ratan sharma & Naveen Vyas Fraud story
Media platform name – YouTube
Date – 07 May 2019
Summary – This is an investor’s video saying bad things about the company and the director Naveen Vyas. In the video, investor talking about the investment he has made with them and the money was for personal sake rather than for generating alpha.
Analyst questions
- How do you define the competitive advantage of a ‘blue ocean’ company?
- In the Investment Philosophy, you said you look for consistent cash flow. How many years of cash flow do you look at to decide the consistency?
- What do you mean by efficient and reliable communication while checking on management’s quality?
- While evaluating the investment decisions, you focus on the intrinsic value of the stock which has a high possibility of upside with lowest risk of loss. How do you define this lowest risk of loss?
Prepared by- Sonal Narwani
Reviewed by- Rashika Bhatia
Date: 11th May 2020
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